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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,848 hedge funds and large institutions have $51.7B invested in iShares Russell 2000 ETF in 2022 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 616 increasing their positions, 756 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,848
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
31.96%
Holding in Top 10
191
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.55%
% of All Funds
3.3%
New
132
Increased
616
Reduced
756
Closed
101
Calls
$22.3B
Puts
$53.7B
Net Calls
-$31.4B
Net Calls Change
+$1.22B

Top Buyers

1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$392M
2
Citadel Advisors
Citadel Advisors
Florida
+$375M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$197M
5
AS
Akuna Securities
Illinois
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$302M
3
Barclays
Barclays
United Kingdom
-$260M
4
LPL Financial
LPL Financial
California
-$240M
5
Citigroup
Citigroup
New York
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
1501
Y-Intercept (HK)
Hong Kong
$278K +$278K +1,684 New
LDB
1502
Lee, Danner & Bass
Tennessee
$277K -$7.41K -45 -3%
BA
1503
Bluesphere Advisors
Pennsylvania
$277K – – –
WCM
1504
Wunderlich Capital Managemnt
Tennessee
$277K +$4.61K +28 +2%
HCM
1505
Highview Capital Management
Illinois
$276K -$41.2K -250 -13%
SAM
1506
S.A. Mason
Michigan
$276K -$2.14K -13 -0.8%
PK
1507
Pflug Koory
Nebraska
$275K – – –
BWM
1508
BerganKDV Wealth Management
Minnesota
$274K +$42.3K +256 +18%
PCMC
1509
Paragon Capital Management (Colorado)
Colorado
$274K +$274K +1,664 New
IMOV
1510
Investment Management of Virginia
Virginia
$273K -$508K -3,077 -65%
IC
1511
Inverness Counsel
New York
$273K – – –
AAMC
1512
Asset Allocation & Management Company
Illinois
$273K – – –
UWPG
1513
Ullmann Wealth Partners Group
Florida
$272K -$531K -3,216 -66%
GH
1514
GAM Holding
Switzerland
$272K -$56.4K -342 -17%
SIA
1515
Soltis Investment Advisors
Utah
$272K +$272K +1,651 New
AWP
1516
Abacus Wealth Partners
California
$271K -$22.6K -137 -8%
ACA
1517
Atlas Capital Advisors
Wyoming
$270K +$19.6K +119 +8%
NEPPG
1518
New England Professional Planning Group
Rhode Island
$270K +$35.8K +218 +15%
ISB
1519
Iowa State Bank
Iowa
$269K -$5.45K -33 -2%
CSA
1520
Cottage Street Advisors
Massachusetts
$267K -$33K -200 -11%
AC
1521
Apella Capital
Connecticut
$267K +$2.48K +15 +0.9%
EWG
1522
Executive Wealth Group
Washington
$265K +$1.32K +8 +0.5%
PFP
1523
Paragon Financial Partners
California
$265K – – –
FWI
1524
Facet Wealth Inc
Maryland
$265K +$17.1K +95 +7%
RA
1525
Rise Advisors
New York
$264K -$7.09K -43 -3%
59 60
61
62 63